The disparity in coverage on this new deal is fascinating. It feels like the narrative a particular outlet is going with depends entirely on which side leaked to them first.
This gives OpenAI the ability to goto AWS instead of exclusively on Azure. I guess Azure really is hanging on by a thread.
Microsoft Corp. will no longer pay revenue to OpenAI and said its partnership with the leading artificial intelligence firm will not be exclusive going forward.
What does this mean that Microsoft will no longer pay revenue to OpenAI? How did the original deal work?
They were paying them 20% of the revenue from the hosted OpenAI products I believe?
Does this mean they will host OpenAI products but not pay them? Or does it mean they are paying them in some other way?
It seems that the old deal was exclusivity to MSFT with revenue share, and now no exclusivity, no revenue share.
Bear in mind that MSFT have rights to OpenAI IP (as well as owning ~30% of them). The only reason they were giving revenue share was in return for exclusivity.
I suppose continue to host until the 2030/32 that they have access to but not share revenues when they use those models for their products like the bazillions of Copilots.
The disparity in coverage on this new deal is fascinating. It feels like the narrative a particular outlet is going with depends entirely on which side leaked to them first.
This gives OpenAI the ability to goto AWS instead of exclusively on Azure. I guess Azure really is hanging on by a thread.
https://news.ycombinator.com/item?id=47616242
Gift Article: https://www.bloomberg.com/news/articles/2026-04-27/microsoft...
They were paying them 20% of the revenue from the hosted OpenAI products I believe?
Does this mean they will host OpenAI products but not pay them? Or does it mean they are paying them in some other way?
It seems that the old deal was exclusivity to MSFT with revenue share, and now no exclusivity, no revenue share.
Bear in mind that MSFT have rights to OpenAI IP (as well as owning ~30% of them). The only reason they were giving revenue share was in return for exclusivity.
I suppose continue to host until the 2030/32 that they have access to but not share revenues when they use those models for their products like the bazillions of Copilots.
OpenAI post: https://news.ycombinator.com/item?id=47921262
Tried to delete this submission in place of it but too late.
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